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Scope Phase

The first phase in preparing a TSP involves identifying your community’s goals and defining the steps, tasks, and budget needed to meet them. Note: Your community’s requirements that guide plan development will be different if you are within a metropolitan area.

Your Scope of Work

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  • Determine the TSP's focus
  • Draft a project statement
  • Build your community engagement plan
  • Develop a timeline, staffing requirements, oversight responsibility, and budget
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  • Outline how you will coordinate your planning effort with neighboring jurisdictions, metropolitan planning organizations (MPOs), transit providers, DLCD and ODOT
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  • Determine what local funding is available for completing the TSP
  • Assess what other funding may be available
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  • Assign staff
  • Seek expertise from a consultant if needed
Three people representing the idea of a team

In metropolitan areas, prior to scoping or starting the TSP update, cities and counties should consider completing the following tasks to streamline the TSP update process:

  • Determine if the TSP update qualifies as a major or minor TSP update per rule 0105. These TSP guidelines will help with TPR compliance for a major update. The requirements for a minor update are fewer.
  • Identify projects from the prior TSP, or projects anticipated to be added to the TSP, that add vehicle capacity and will require enhanced review per rule 0830. If there are none, the vmt/capita analysis required by the rule may not be required.
  • Identify potential performance standards to meet rule 0215 requirements. Exploring which measures align with community values and what data is available can streamline Step 2 of the TSP update process.

City and county TSPs must be consistent with one another. If elements of a regional TSP have not been adopted, a city or county must coordinate preparation of the local TSP with the regional transportation planning agency. As part of this coordination effort, cities and counties should clearly define which TSP will govern county facilities and unincorporated areas located within the city's urban growth boundary.

Local TSPs and applicable MPO regional transportation plans must be consistent. This includes goals, objectives, and investment strategies that work toward regional performance targets. The TPR also provides direction on certain equity and climate change actions that must be addressed in TSPs located within a metropolitan area. For best results, consult with ODOT and the MPO during the scope phase to determine specific topics to be updated or included in the TSP to ensure consistency with state and regional plans.​

Before assigning staff and/or hiring a consultant, a jurisdiction should:

  • Assess available resources to determine the level of in-house expertise.
  • Evaluate staffing options and determine the appropriate mix of staff/consultant expertise:
    • Use existing staff expertise or new staff,
    • Use a combination of staff and consultant expertise, 
    • Use predominantly consultant expertise (local staff to review, not complete, work).
  • Identify and secure sufficient funding for staff/consultant work to develop and adopt the TSP.
  • If using a consultant, issue a request for proposals and select the consultant, accounting for time needed to execute a contract or work order and issue a notice to proceed.

ODOT has limited funding to assist local jurisdictions with transportation planning projects through the Transportation and Growth Management Program and through individual Region Statewide Planning and Research funding allocations. Generally, ODOT considers TSP project funding requests from jurisdictions that:

  • Are required to have TSPs or ready for a TSP update
  • Are in critical transportation areas, non-exempt locations, or have unique transportation circumstances
  • Have an identified local agency project manager

Typically, an intergovernmental agreement (IGA) between ODOT and the local jurisdiction is required. As a condition of funding, the IGA and the scope of work must be approved by ODOT. ODOT may require project team members to possess specific licenses or certifications to demonstrate necessary expertise. An ODOT project manager—typically a Region or Statewide Policy and Planning Section planner—can provide technical assistance with the IGA and the scope of work. ODOT has several contracts in place that can expedite consultant selection for ODOT-funded TSP processes.​

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